US President Donald Trump has announced that he has decided to raise the rate of global duty on imports from 10% to 15%. He announced the introduction of a new 10% duty only the day before.

Trump raised the global duty from 10% to 15%

Zscaler, Inc.

Cloudflare, Inc.

CrowdStrike Holdings, Inc.

Okta, Inc.

SailPoint, Inc.

Anthropic's AI tool "scans codebases for vulnerabilities and suggests point program fixes for human inspection"

Anthropic's AI has caused a stock collapse in a new sector of software developers

CoreWeave, Inc.

Blue Owl Capital Inc.

NVIDIA Corporation

The company, in which Nvidia invested, will release its quarterly earnings on Feb. 26

CoreWeave shares collapsed 8% because of a possible threat to its project. Is it worth buying them? 

Walmart Inc.

Nasdaq rose at the end of the week for the first time in a month and a half

Duties, AI, the risk of war and the Fed's no worries: the S&amp;P 500 posted its best weekly gain since January

Target Corporation

Best Buy Co., Inc.

The US Supreme Court <a href="https://oninvest.com/article/verhovnyj-sud-ssa-otmenil-global-nye-posliny-prezidenta-trampa-rynki-rastut">overturned the</a> trade duties imposed by US President Donald Trump in April. The US stock market reacted with growth, which only strengthened after Trump's comments at the press conference. However, analysts warn that the story with the duties is far from over and the overall effect may be temporary for the market, but some companies will still benefit.

"Emotional reactions can be overblown": what Wall Street is saying about repealing duties

Amazon.com, Inc.

The bank made up a whole basket of papers as early as 2025

Which stocks will benefit from duty elimination: Wells Fargo's picks ahead of the Supreme Court decision

US President Donald Trump has said he will introduce a global duty of 10% in addition to the levies that are already in place now. Trump <a href="https://www.youtube.com/watch?v=Hr4ql_ejTns">said</a> this at a press conference after the Supreme Court decision, which <a href="https://oninvest.com/article/verhovnyj-sud-ssa-otmenil-global-nye-posliny-prezidenta-trampa-rynki-rastut">recognized the</a> "retaliatory" duties imposed last spring as illegal.

Trump promised to impose a 10% global duty after Supreme Court ruling

Moncler S.p.A.

The sector could also benefit from Trump's global duty rollback

A strong winter season for Italian premium brand Moncler has supported luxury stocks

Pinterest, Inc.

Klarna Group plc

Salesforce, Inc.

Figma

Figma's securities lost more than 10% amid the "software apocalypse," but even after the correction, the securities are overvalued, Barron's wrote

Cathie Wood's funds bought $25 million worth of Figma stock, should we follow suit?

GDP in the U.S. <a href="https://www.bea.gov/news/2026/gdp-advance-estimate-4th-quarter-and-year-2025">grew</a> only 1.4% in the fourth quarter of 2025, while economists surveyed by Dow Jones expected the economy to expand by 2.5%, CNBC <a href="https://www.cnbc.com/2026/02/19/stock-market-today-live-updates.html">writes</a>. The release was delayed due to the shutdown of federal agencies. In the third quarter of 2025, the index <a href="https://oninvest.com/article/potrebitel-skie-rashody-obespecili-ekonomike-ssa-samyj-bystryj-prirost-za-dva-goda">expanded</a> by 4.4%, significantly beating forecasts.

US economic growth was much worse than expected, core inflation accelerated

This may be the first known case where a US investor has decided to "formalize" a new business project with a major Russian company in recent years, the NYT writes

Trump-linked investor to produce gas in Alaska with Russia's Novatek

Recursion Pharmaceuticals, Inc.

ARK Invest, headed by investor Cathie Wood, has increased its stake in small-cap biotech Recursion Pharmaceuticals, which <a href="https://ir.recursion.com/">uses</a>&nbsp;one of the world’s most powerful supercomputers to identify patterns and develop therapies for deadly diseases. The news of Wood's purchase <a href="https://finance.yahoo.com/quote/RXRX/">helped lift</a> the stock more than 5% on Thursday. Earlier, it emerged that chipmaker Nvidia had exited its position in the company.

Airo Group